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Customer Sales Officer

1.00 to 6.00 Years   Ahmedabad   19 Apr, 2020
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 2.0 - 3.5 Lakh/Yr
IndustryInsurance
Functional AreaInvestment Banking / M&ASales / BD
EmploymentTypeFull-time

Job Description

Position: - CSO (Customer Sales Officer)Channel: - SPARC - Service Points As a Revenue ChannelPayroll: - Direct Payroll of CompanySalary: - Rs 3.5 Lacs Per Annum + IncentivesIncentives: - There is no capping on earning incentiveInterview & Posting Locations: - All IndiaContact-9104598583

  • Job Summary: -
This position will be responsible for existing life insurance customer service, retention and sales to existing company customers through relationship building. All leads of existing customers of company will be provided.
  • Key Responsibilities: -
(A) Cross Sell / Up Sell
  • Work on every lead of existing customer company allocated from HO team
  • Identify financial goals of existing customers and provide financial planning assistance
  • Pitch products as per need of the customer (existing Life customer)
  • Convert leads into new sale
(B) Customer Service/Retention through Relationship Management
  • Establishing and strengthening relationship with allocated customer base
  • Collection of due premium from customers
  • Collection of additional document requirement related to reinstatement
  • Generate interest of the customer to buy another product post providing proper service
Desired Qualification and Experience: -
  • Graduate in any field mandatory
  • Must have a minimum of 1 years Sales experience in Life Insurance/Banca/Agency/Direct/Mutual Funds/Assets Management
  • Life Insurance advisor who have IRDA certificate can apply .
  • Experience in managing customer relationship
  • Knowledge of Insurance sales and related processes

Keyskills :
channelsales sdm customerservice sales agencydevelopment bancassurance relationshipmanagement mutualfundssales businessdevelopmentmanagement marketing assetmanagement agencychannel businessdevelopment insurancebroking cam insurance directm

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